Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth vs Kotak ELSS Tax Saver Fund compare

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Sundaram ELSS Tax Saver Fund Regular Growth

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Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

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Kotak ELSS Tax Saver Fund-Scheme-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Fund	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹1398 Cr	₹1398 Cr	₹6449 Cr
Min Investment	₹500	₹500	₹500
Min SIP Invesment	₹500	₹500	₹500
Min Addl Investment	₹500	₹500	₹500
Launch Date	31 Mar 1996	31 Mar 1996	23 Nov 2005
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	%	14.27%
Expense Ratio	2.23	2.23	1.77
Manager	Sudhir Kedia	Sudhir Kedia	Harsha Upadhyaya
ISIN Code	INF173K01361	INF173K01361	INF174K01369
Exits Load	Data not available./365	Data not available./365	Data not available./365

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Month	0.84%	0.84%	0.67%
6 Month	5.08%	5.08%	3.32%
1 Year	4.33%	4.33%	-1.14%
3 Year	14.3%	14.3%	14.7%
5 Year	17.42%	17.42%	17.79%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
6 Month	2.92%	2.92%	2.01%
1 Year	14.62%	14.62%	12.1%
3 Year	13.9%	13.9%	12.55%
5 Year	14.37%	14.37%	14.29%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
1 Year	17.92%	17.92%	12.01%
3 Year	16.65%	16.65%	13.64%
5 Year	14.79%	14.79%	13.56%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Standard Deviation	11.42%	11.42%	12.63%
Sharp	0.69%	0.69%	0.66%
Beta	0.85%	0.85%	0.92%
Alpha	0.56%	0.56%	0.40%

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Name	Sudhir Kedia	Sudhir Kedia	Harsha Upadhyaya
Total AUM	₹10423 Cr	₹10423 Cr	₹139411 Cr
Funds Managed	8	8	11
	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	5.34	5.34	1.95
Large Cap	72.63	72.63	69.71
Mid Cap	10.38	10.38	19.59
Small Cap	11.64	11.64	8.75

Scheme Name	Sundaram ELSS Tax Saver Fund Regular Growth	Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth	Kotak ELSS Tax Saver Fund-Scheme-Growth
Others	5.3	5.3	2.58
Petroleum Products	4.76	4.76	6.87
IT - Software	5.45	5.45	8.36
Retailing	2.72	2.72	3.68
IT - Services	0.88	0.88	-
Construction	3.63	3.63	5
Diversified FMCG	3.79	3.79	-
Banks	28.96	28.96	24.75
Pharmaceuticals & Biotechnology	4.77	4.77	4.85
Aerospace & Defense	1	1	1.06
Industrial Manufacturing	0.63	0.63	2.31
Cement & Cement Products	3.68	3.68	2.75
Automobiles	6.49	6.49	4.47
Healthcare Services	1.38	1.38	-
Capital Markets	0.53	0.53	0.57
Finance	1.61	1.61	5.16
Gas	1.26	1.26	-
Industrial Products	2.64	2.64	0.58
Transport Services	2.47	2.47	1.96
Agricultural Food & other Products	1	1	-
Electrical Equipment	1.09	1.09	0.69
Beverages	2.52	2.52	0.94
Chemicals & Petrochemicals	0.87	0.87	4.06
Telecom - Services	4.29	4.29	3.85
Personal Products	1.29	1.29	1.44
Fertilizers & Agrochemicals	1.24	1.24	1.56
Power	2.46	2.46	3.83
Leisure Services	2.22	2.22	-
Auto Components	1.06	1.06	2.31
Consumer Durables	-	-	1.29
Food Products	-	-	2.49
Textiles & Apparels	-	-	0.42
Entertainment	-	-	0.52
Ferrous Metals	-	-	1.65